IFAs operate in a competitive and ever-evolving landscape. Whether just starting out in a career or breaking away from a ...

The Protection Coach has launched two training courses to address the training gaps in the UK protection industry amongst ...

Quilter’s WealthSelect managed portfolio service has conducted an ad hoc rebalance across its WealthSelect managed, ...

Beth Yolland-Jones explains how, not only are we all susceptible to financial vulnerability, but we’re each considerably ...

The Financial Ombudsman Service (FOS) has told Pathlines Pensions UK to compensate a further trio of SIPP clients over ...

This comes as the FCA confirmed its plans for expansion in August 2024. First opened in 2022, the FCA's regional office in ...

Given the significant steps taken in the last two years, what does 2025 hold for AI? Nick Eatock shares his insight... Generative artificial intelligence (AI) exploded into our collective ...

Rathbones Group suffered £3.4bn outflows in the fourth quarter of 2024, which mostly took place around the Autumn Budget.

The Lang Cat has partnered with artificial intelligence-driven financial reporting firm Avenir through its reg-tech Analyser software to support financial advice firms with more efficient reporting.

As the financial advice industry faces evolving client expectations and economic challenges, firms are sharpening their ...

Fairstone’s mergers and acquisitions team has onboarded 29 new partner firms, contributing £4.1bn in additional assets under management (AUM) and bringing 177 advisers into its network over the past ...

Financial adviser and pension provider Quilter has found that the number of probate cases taking over a year to be granted has risen by 134% in the last three years.